Kestra Advisory Services
SRFM icon

Kestra Advisory Services’s Surf Air Mobility SRFM Stock Holding History

Kestra Advisory Services’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,522
Closed -$13.4K – 3530
2026
Q2 		$13.4K Buy
+11,522
New +$13.3K ﹤0.01% 3243

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VisionPoint Advisory Group
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LPL Financial
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
United Bank (Georgia)
United Bank (Georgia) Zebulon, Georgia $344M AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sherman Porfolios
Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Kestra Advisory Services's SRFM Position: Q3 2026 in Review

Kestra Advisory Services sold out of Surf Air Mobility (SRFM) in Q3 2026, closing a stake of 11,522 shares — an estimated $13.4K sold.

Kestra Advisory Services first reported a position in SRFM in Q2 2026 and held it in 1 quarter. The position peaked at $13.4K in Q2 2026. 34 funds tracked by Wall St. Rank hold SRFM as of Q3 2026.

  • Kestra Advisory Services reported no remaining Surf Air Mobility position as of Q3 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 11,522 Surf Air Mobility shares in Q3 2026, an estimated $13.4K.
  • Kestra Advisory Services first reported a position in Surf Air Mobility in Q2 2026 and held it in 1 quarter.
  • Kestra Advisory Services's Surf Air Mobility position peaked at $13.4K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.